As a successful and growing financial advising firm, we are looking to expand our Client Concierge Team with another individual that will work collaboratively and have responsibility for coordination and overall management of client account documentation and maintenance. Please see below for a full job description.
If you are interested, please send your updated resume to Adara@Adarawealth.com
Job Title: Client Concierge
Summary: Responsible for the coordinating and overall management of client account documentation and maintenance. This position collaborates with the advisor team to prepare client documents and maintains contact with clients to provide or obtain updated information. The Client Concierge troubleshoots problems while maintaining a positive and client-centric approach by performing the following duties – other duties may be assigned:
Qualifications:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Language Ability:Ability to read and interpret documents such as financial terminology, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of clients or employees of organization.
Math Ability:Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra.
Reasoning Ability:Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills:To perform this job successfully, an individual should have proficient typing abilities and have knowledge of Microsoft 365, Microsoft Word, Microsoft Excel, CRM Software (Redtail preferred), Microsoft PowerPoint, and Outlook.
Education/Experience:Associate Degree or Bachelor Degree is desired, but not required.
Certificates and Licenses:Not required, but willing to obtain: Series 7
Knowledge, Skills, and Other Abilities:
Physical Demands:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands, and talk or hear. The employee is occasionally required to stand, walk, reach with hands and arms, stoop, kneel, and crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually moderate.